Life Administrator

Description:

We are looking for a dynamic and energetic team member interested in helping our Agents service their clients and deliver memorable client experiences.

Your Role within PIB

• Receive and process policy changes, such as Ownership or beneficiary change etc.
• Take client calls and assist with their requests
• Take agent calls and assist with their requests
• Investigate policies as needed
• Send out updates to agents on policies
• Process any incoming mail assigned to you
• Daily follow ups and any changes
• Keep LifeSystem updated with any changes / notes
• Assist other areas in the depart as requested
• Work on Department Projects as assigned (example Billing projects)